| Integrated Wealth Concepts LLC |
| 1.03% | 0.89% | #13 | $210.0M | 7.6M | $111.5M | 4.5M | +3.1M+68.99% | Add |
| Aptus Capital Advisors, LLC |
| 1.43% | 1.42% | #11 | $208.9M | 7.6M | $181.3M | 7.3M | +251,796+3.43% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #28 | $48.5M | 1.8M | $41.3M | 1.7M | +92,082+5.50% | Add |
| Second Line Capital, LLC |
| 7.26% | 7.04% | #2 | $39.0M | 1.4M | $37.2M | 1.4M | +28,374+2.04% | Add |
| Park Place Capital Corp |
| 4.64% | 5.41% | #3 | $30.9M | 1.1M | $27.0M | 1.1M | +30,123+2.75% | Add |
| Waterloo Capital, L.P. |
| 1.47% | 1.69% | #10 | $26.2M | 952,040 | $24.0M | 973,021 | -20,981-2.16% | Reduce |
| 6th Street Advisors, LLC |
| 8.96% | 8.79% | #1 | $15.6M | 567,413 | $14.0M | 566,369 | +1,044+0.18% | Add |
| SWS Partners |
| 3.18% | 3.32% | #5 | $14.7M | 535,902 | $13.5M | 546,125 | -10,223-1.87% | Reduce |
| Signal Advisors Wealth, LLC |
| 0.62% | 0.59% | #16 | $12.2M | 443,080 | $8.6M | 347,866 | +95,214+27.37% | Add |
| MBE Wealth Management, LLC |
| 3.12% | 3.3% | #6 | $8.9M | 322,545 | $8.0M | 322,521 | +24+0.01% | Add |
| SILVER OAK SECURITIES, INCORPORATED |
| 0.46% | 0.48% | #18 | $7.6M | 276,649 | $6.5M | 265,477 | +11,172+4.21% | Add |
| Prime Capital Investment Advisors, LLC |
| 0.06% | 0.05% | #24 | $5.9M | 213,240 | $4.6M | 184,920 | +28,320+15.31% | Add |
| Renasant Bank |
| 3.26% | 3.14% | #4 | $5.1M | 184,541 | $4.4M | 179,639 | +4,902+2.73% | Add |
| Capital Investment Advisory Services, LLC |
| 0.29% | 0.01% | #19 | $4.6M | 168,701 | $130,899 | 5,306 | +163,395+3,079.44% | Add |
| Regal Investment Advisors LLC |
| 0.18% | 0.18% | #20 | $3.6M | 129,318 | $3.2M | 128,969 | +349+0.27% | Add |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
| 1.42% | 1.31% | #12 | $3.3M | 119,586 | $3.1M | 125,607 | -6,021-4.79% | Reduce |
| Cushing Capital Partners, LLC |
| 2.24% | 2.12% | #7 | $3.3M | 118,389 | $2.8M | 111,715 | +6,674+5.97% | Add |
| MARIPAU WEALTH MANAGEMENT LLC |
| 0.99% | 1.01% | #14 | $2.8M | 101,148 | $2.3M | 92,785 | +8,363+9.01% | Add |
| Independent Advisor Alliance |
| 0.06% | 0.08% | #23 | $2.7M | 98,614 | $7.3M | 294,489 | -195,875-66.51% | Reduce |
| Tailwinds Wealth, LLC |
| 1.55% | — | #8 | $2.6M | 95,619 | $0 | 0 | +95,619 | New Buy |
| Atria Investments, Inc |
| 0.03% | 0.02% | #26 | $2.5M | 91,311 | $2.2M | 89,922 | +1,389+1.54% | Add |
| Lord & Richards Wealth Management, LLC |
| 1.54% | 1.48% | #9 | $2.0M | 71,657 | $1.7M | 68,491 | +3,166+4.62% | Add |
| Second Half Financial Partners, LLC |
| 0.78% | 0.8% | #15 | $1.9M | 69,594 | $1.8M | 72,395 | -2,801-3.87% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #41 | $973,101 | 35,405 | $824,868 | 33,436 | +1,969+5.89% | Add |
| RFG Advisory, LLC |
| 0.01% | 0.02% | #29 | $703,795 | 25,607 | $1.2M | 47,681 | -22,074-46.30% | Reduce |
| Advisory Services Network, LLC |
| 0.01% | 0.01% | #31 | $631,550 | 22,978 | $505,686 | 20,498 | +2,480+12.10% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #38 | $599,935 | 21,827 | $553,116 | 22,420 | -593-2.64% | Reduce |
| Financial Guidance Group, Inc. |
| 0.16% | 0.16% | #21 | $437,176 | 15,906 | $392,401 | 15,906 | 00.00% | Unchanged |
| Venture Visionary Partners LLC |
| 0.01% | — | #30 | $383,521 | 13,953 | $0 | 0 | +13,953 | New Buy |
| John W. Brooker & Co., CPAs |
| 0.59% | 0.56% | #17 | $353,718 | 14,338 | $353,718 | 14,338 | 00.00% | Unchanged |
| Valeo Financial Advisors, LLC |
| 0.01% | — | #32 | $337,873 | 12,293 | $0 | 0 | +12,293 | New Buy |
| XY Planning Network, Inc. |
| 0.03% | 0.04% | #25 | $270,698 | 9,849 | $245,403 | 9,727 | +122+1.25% | Add |
| Retirement Planning Group, LLC |
| 0.01% | 0.01% | #33 | $255,945 | 9,312 | $244,416 | 9,907 | -595-6.01% | Reduce |
| Strong Retirement Solutions LLC |
| 0.13% | — | #22 | $223,645 | 8,137 | $0 | 0 | +8,137 | New Buy |
| Global Retirement Partners, LLC |
| <0.01% | — | #34 | $175,439 | 6,383 | $0 | 0 | +6,383 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #46 | $164,084 | 6,006 | $191 | 8 | +5,998+74,975.00% | Add |
| BOKF, NA |
| <0.01% | <0.01% | #35 | $157,242 | 5,721 | $141,137 | 5,721 | 00.00% | Unchanged |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #37 | $93,504 | 3,402 | $83,927 | 3,402 | 00.00% | Unchanged |
| WHITTIER TRUST CO |
| <0.01% | <0.01% | #39 | $51,459 | 1,859 | $120,329 | 4,794 | -2,935-61.22% | Reduce |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #40 | $50,600 | 1,841 | $96,606 | 3,829 | -1,988-51.92% | Reduce |
| MORRIS FINANCIAL CONCEPTS, INC. |
| 0.01% | 0.01% | #27 | $37,929 | 1,380 | $34,045 | 1,380 | 00.00% | Unchanged |
| ASSETMARK, INC |
| <0.01% | — | #44 | $28,969 | 1,054 | $0 | 0 | +1,054 | New Buy |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
| <0.01% | <0.01% | #43 | $16,848 | 613 | $14,925 | 605 | +8+1.32% | Add |
| COMPASS FINANCIAL MANAGEMENT LLC |
| <0.01% | — | #36 | $13,715 | 499 | $0 | 0 | +499 | New Buy |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #45 | $3,326 | 121 | $2,985 | 121 | 00.00% | Unchanged |
| CoreCap Advisors, LLC |
| <0.01% | <0.01% | #42 | $2,803 | 102 | $2,520 | 102 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #47 | $839 | 31 | $0 | 0 | +31 | New Buy |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #49 | $632 | 23 | $0 | 0 | +23 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #50 | $37 | 1 | $411 | 17 | -16-94.12% | Reduce |
| SIGNATUREFD, LLC |
| <0.01% | <0.01% | #48 | $20 | 1 | $10,651 | 432 | -431-99.77% | Reduce |
